1.26 Maintain Branch Details for Users

This topic explains systematic instructions to maintain branch details in the User Maintenance screen.

To specify the branches from which the staff and branch users of the bank can operate, use the Branches screen.

Note:

The fields which are marked in asterisk are mandatory.
Login to the User Maintenance screen.
  1. On the User Maintenance screen, click Branches.
    The Branches screen displays.

    Figure 1-31 Branches


    Description of Figure 1-31 follows
    Description of "Figure 1-31 Branches"

  2. On the Branches screen, specify the fields.

    For more information on fields, refer to the field description table.

    Table 1-44 Branches - Field Description

    Field Description
    Branch Restriction Select one of the following options to maintain a list of branches for the user:
    • Allowed - To maintain an allowed list of branches, select Allowed. Then the Branch Restriction list shows the list of allowed branches.
    • Disallowed - To maintain a disallowed list of branches, select Disallowed.
    If an Allowed list is maintained, then the user profile will be available only for branches that are specified in the Branch Restriction list. Similarly, if a Disallowed list is maintained, then the user profile will not be available only for branches that are specified in the Branch Restriction list. Any branch that is Disallowed will not appear to that user in change branch list.

    If you maintain an allowed list, then the user profile will be available only for those branches that you specify in the Branch Restrictions list. Similarly, if you maintain a disallowed list, then the user profile will not be available only for those branches that you specify in the Branch Restrictions list. Any branch that is Disallowed will not appear to that user in his Change Branch list.

    Branch Click Add to add a record under the Branch Restriction list. Click Search and select the required branch from the adjoining list of values.

    Note:

    • The branch in which the user profile is defined is known as the Home Branch. The branches that the user can access are known as the Host Branch.
    • The user should create an ID called GUEST in each branch. When a user belonging to the staff category changes the branch of operation, the user can perform the functions defined for the GUEST ID in the Host Branch.
    Branch Name The system displays the branch name.
  3. Click Exit to end the transaction.

Parent topic: Security Management